Client Communication Management Template

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In the commercial real estate industry, timely and efficient client communication is essential for maintaining strong client relationships and satisfaction. This template uses Priority Matrix to help you manage and prioritize client communications effectively.

By following the tasks outlined in this template, you can ensure that urgent client queries are addressed promptly, meetings are scheduled and prepared for, and all client requests are followed up on efficiently. Additionally, it provides a framework for updating communication records, preparing monthly reports, and continuously improving communication strategies.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and prioritize client communication for timely and efficient responses.

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Proposed Tasks

High Priority Client Communication

  • Plan client meetings for the week
    ☐ Identify clients to meet ☐ Schedule meetings ☐ Prepare for meetings
  • Respond to urgent client queries due in 1 day
    ☐ Review client queries ☐ Formulate appropriate responses ☐ Send out responses

Medium Priority Client Communication

  • Follow up on client requests due in 3 days
    ☐ Review client requests ☐ Carry out necessary actions ☐ Notify clients of progress
  • Update client communication records due in 1 week
    ☐ Review recent client communication ☐ Update client records ☐ Ensure all records are up to date

Low Priority Client Communication

  • Address non-urgent client queries due in 1 week
    ☐ Review client queries ☐ Formulate appropriate responses ☐ Send out responses
  • Prepare monthly client communication report due in 2 weeks
    ☐ Collect client communication data ☐ Analyze data ☐ Prepare report

Miscellaneous Tasks

  • Train new employees on client communication due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training ☐ Follow up on training
  • Evaluate client communication software due in 3 weeks
    ☐ Identify potential software ☐ Evaluate software ☐ Choose best software
  • Review and update client communication strategies due in 1 month
    ☐ Review current strategies ☐ Identify areas for improvement ☐ Update strategies
  • Attend client communication workshop due in 1 month
    ☐ Identify relevant workshops ☐ Register for workshop ☐ Attend workshop